U.S. retirement plans whose Form 5500 Schedule of Assets reports this exact fund, parsed from filing PDFs and ranked by position size. Matched on the normalized security name across every plan’s latest filing.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | IAT INSURANCE GROUP INC. IAT INSURANCE GROUP, INC. PROFIT SHARING 401(K) PLAN | RALEIGH NC | 1,020 | $287.9M | $14.1M |
| 2 | UNIVERSAL LOGISTICS HOLDING, INC. UNIVERSAL LOGISTICS HOLDINGS, INC. 401K PLAN | WARREN MI | 3,565 | $57.8M | $1.9M |
| 3 | NATIONAL COLLEGIATE ATHLETIC ASSOCIATION NCAA RETIREMENT PLAN | INDIANAPOLIS IN | 589 | $101.8M | $1.5M |
| 4 |
| WHITLEY PENN, LLP WHITLEY PENN 401(K) PROFIT SHARING PLAN |
FORT WORTH TX |
| 739 |
| $134.8M |
| $1.3M |
| 5 | NCAA NCAA 403(B) SAVINGS PLAN | INDIANAPOLIS IN | 588 | $78.6M | $1.3M |
| 6 | WOLVERINE FUELS, LLC WOLVERINE FUELS HOLDING, LLC 401(K) PLAN | SANDY UT | 930 | $89.1M | $1.2M |
| 7 | GOLD EAGLE CO. GOLD EAGLE COMPANY PROFIT SHARING AND SAVINGS PLAN | CHICAGO IL | 199 | $55.2M | $1.1M |
| 8 | NATIONAL COLLEGIATE ATHLETIC ASSOCIATION NCAA QUALIFIED SAVINGS PLAN | INDIANAPOLIS IN | 582 | $36.4M | $473K |
| 9 | STERLING ENGINEERING, INC. STERLING ENGINEERING, INC. SALARY SAVINGS PLAN | WESTCHESTER IL | 254 | $19.5M | $362K |
| 10 | GOODWILL INDUSTRIES OF UPSTATE/MIDLANDS SOUTH CARO GOODWILL INDUSTRIES OF UPSTATE/MIDLANDS SOUTH CAROLINA, INC. 401K PLAN | GREENVILLE SC | 529 | $8.5M | $240K |
